UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,343
New
Increased
Reduced
Closed

Top Buys

1
+$692M
2
+$432M
3
+$294M
4
PX
Praxair Inc
PX
+$288M
5
V icon
Visa
V
+$208M

Top Sells

1
+$438M
2
+$255M
3
+$178M
4
TE
TECO ENERGY INC
TE
+$176M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$161M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$1.99M ﹤0.01%
59,914
-201
2202
$1.99M ﹤0.01%
39,145
+909
2203
$1.99M ﹤0.01%
57,602
+42,824
2204
$1.99M ﹤0.01%
143,580
+98,421
2205
$1.99M ﹤0.01%
192,305
-3,100
2206
$1.98M ﹤0.01%
80,614
+46,403
2207
$1.98M ﹤0.01%
162,302
+31,837
2208
$1.97M ﹤0.01%
124,868
+21,066
2209
$1.97M ﹤0.01%
35,725
-9,342
2210
$1.97M ﹤0.01%
16,144
-2,128
2211
$1.96M ﹤0.01%
106,526
+1,624
2212
$1.96M ﹤0.01%
202,217
+14,867
2213
$1.96M ﹤0.01%
34,632
+1,717
2214
$1.96M ﹤0.01%
50,954
-29,172
2215
$1.96M ﹤0.01%
110,762
+9,995
2216
$1.95M ﹤0.01%
58,270
-12,056
2217
$1.95M ﹤0.01%
34,399
-1,703
2218
$1.95M ﹤0.01%
520,141
+518,678
2219
$1.94M ﹤0.01%
98,036
-429
2220
$1.94M ﹤0.01%
75,151
+7,786
2221
$1.94M ﹤0.01%
169,569
-119,047
2222
$1.94M ﹤0.01%
99,531
+91,334
2223
$1.94M ﹤0.01%
111,467
+6,544
2224
$1.93M ﹤0.01%
61,490
+5,915
2225
$1.93M ﹤0.01%
26,009
-2,395
87 88
89
90 91